LeadConnector + Stan
Add or update LeadConnector contacts for new Stan customers
Effortlessly manage your leads with this seamless workflow between Stan and LeadConnector. Whenever a new customer is added in the Stan app, their information will be instantly updated or added as a contact in the LeadConnector app. This efficient process ensures you always have the most up-to-date contact details, making it easier to nurture and convert leads.
Effortlessly manage your leads with this seamless workflow between Stan and LeadConnector. Whenever a new customer is added in the Stan app, their information will be instantly updated or added as a contact in the LeadConnector app. This efficient process ensures you always have the most up-to-date contact details, making it easier to nurture and convert leads.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Cancelled Membership
Triggers when a customer cancels their membership.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
